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Interview with Soren T. Christensen, CFP®, ChFC®

Date Published:

July 19th, 2016

Date Modified:

October 21st, 2017 5:13 pm

Soren T. Christensen is the Manager and CEO of Advanced Wealth Advisors, LLC in Naples, FL. He serves his clients as a comprehensive financial planner. Read below to learn more about his experience in the industry and the financial planning strategies he finds important.

How many years have you been in the financial planning industry? I have been in the financial services industry for over ten years.

How did you first get into the business? I was hired out of college to assist clients with advanced financial planning strategies. My team primarily worked in conjunction with client’s attorneys and accountants to create a comprehensive financial plan, incorporating investment, retirement, estate, insurance, and tax strategies.

What other experience do you have within the financial planning industry? I continued my interest in assisting clients as a comprehensive financial planner by becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2012 and a Chartered Financial Consultant® professional in 2015.

What prompted you to begin a career in financial planning? During my formative years, I witnessed two of the largest stock market corrections in the modern era – the Dot Com Bubble Correction of 2000-2002 and the Great Recession of 2008-2009. I saw just how much wealth was wiped out and how much pain that created for many people. I wanted to get into the business of financial planning to help clients avoid the suffering I had seen.

What about the industry do you enjoy the most? I take a real interest in the lives of my clients. It’s not just about them, but their kids and grandkids as well. We do comprehensive, generational planning. It’s not just about the investment accounts, retirement plan, or estate plan – it’s about brining all of these individual pieces together for the client and future generations or charity.

What achievement within your business are you most proud of? The achievement of becoming a a CERTIFIED FINANCIAL PLANNER™ professional. According to the Certified Financial Planner Board of Standards, Inc., “Although many professionals may call themselves ‘financial planners,’ CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.”

What memberships or affiliations with industry boards do you hold? I am a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® professional. I am a member of the Financial Planning Association® which, “supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.”

What would you like people to understand about financial planning and about Advanced Wealth Advisors that they may not know? We offer three unique values to our clients: 1) We are comprehensive financial planners – we focus on all aspect’s of a client’s financial plan; 2) We act as fiduciaries – we always act in the best interest of the client; 3) We strive to offer best-in-class service – client satisfaction is of the utmost importance to us.

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Investment advisory services offered through Advanced Wealth Asset Management, LLC, a Registered Investment Advisor in the State of Florida. Our representatives can be compensated on a fee basis, commission basis, or both depending on the scope of the client-planner engagement.

This material is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial planning decisions. Please consult a qualified financial planner before making decisions about your financial planning situation. Advanced Wealth Advisors does not offer tax or legal advice. Individuals are advised to consult with their own accountant and/or attorney regarding all tax and legal matters.

Any comments regarding safe and secure investments and/or guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Advanced Wealth Advisors.